Filed October 21, 2021 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,432 | $69,362+163.0% | $101,248+80.2% | $73,488+148.2% |
| Participation rate | 99.6% | 68.4%+31.2pp | 75.8%+23.8pp | 70.7%+28.9pp |
| Annual return | 26.30% | 18.46%+7.8pp | 46.47%-20.2pp | 28.51%-2.2pp |
| Employer contribution / active EE | $7,596 | $2,628+189.0% | $3,660+107.6% | $2,270+234.6% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |